Default Permissions: Directors permission group
Delete / terminate employees from the Edit Employee information Page or the User Management Tab.
Edit Employee Information Page
User Management Tab
From the Edit Employee Information Page
- From the Dashboard, select Employee from the Client/Employee/Doctor dropdown menu.
- Select Edit Information from the Select a Transaction dropdown.
- Select the Employee.
- Click Enter.
- Uncheck the Active box.
- Scroll down and enter the Termination Date.
- Scroll down and click Save at bottom of page.
From the User Management Tab
- Select User Management from the left hand navigation sidebar.
- Select the Employee.
- Uncheck the Active Box.
- Uncheck all boxes under the Groups section.
Note: if any boxes are checked under the Groups section, the employee will still show on the list. - Click Save at bottom of page.
Note: Do not delete the user or all historical data attached to the user will be lost. This includes calendar items, billing items, notes, etc. This action cannot be undone.
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